Portfolio Strategist

5 days ago


Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 20,00,000

About Wealth Management

We are seeking a motivated individual to work on cutting-edge projects involving investment advisory and portfolio management.

The ideal candidate will have strong analytical skills, an eye for investment analysis and financial planning.

Key Responsibilities:

  • Analyze and present market data insights for portfolio recommendations.
  • Conduct fundamental and technical analysis of equities and alternative investments.
  • Develop portfolio allocation strategies using AI-powered risk profiling.
  • Create a portfolio allocating virtual money to buy equities, debt, ETFs, and alternative investments with near-live price feeds.

Requirements:

  • Bachelor's degree in any discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

Benefits:

  • Practical exposure to wealth management simulation.
  • Hands-on experience with asset allocation using investment advisory tools.
  • Enhanced presentation and communication skills.
  • Knowledge of AI applications in finance.


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